Original filing (PDF)20250928110531NAL0009946481001

CAPSTONE MORTGAGE LENDING, LLC

Name: CAPSTONE MORTGAGE LENDING, LLC — CAPSTONE MORTGAGE LENDING CASH BALANCE PLAN, Form 5500 (2024)
Creator: CAPSTONE MORTGAGE LENDING, LLC

Form 5500-SF

FILING_RECEIVED

CAPSTONE MORTGAGE LENDING CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$328K

Net assets (EOY)

$328K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPSTONE MORTGAGE LENDING, LLC.

Plan sponsor

Name

CAPSTONE MORTGAGE LENDING, LLC

EIN

85-0602653all filings

Address

9330 NW 10TH CT · PLANTATION, FL · 33322

Phone

(305) 793-3512

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-28

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

OLD PORT WINE MERCHANTS

OLD PORT WINE MERCHANTS 401(K) PROFIT SHARING PLAN & TRUST

$329K · 9 participants

AMERIDREAM MORTGAGE GROUP LLC

AMERIDREAM MORTGAGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

$326K

CHICAGOLAND HOME MORTGAGE SERVICES

CHICAGOLAND HOME MORTGAGE SERVICES 401(K) PLAN

$326K · 3 participants

NOWAK MORTGAGE CONSULTING, INC.

NOWAK MORTGAGE CONSULTING, INC. CASH BALANCE PLAN

$331K · 2 participants

FRAMEWORK MORTGAGE, LLC DBA, GROUND WORK MORTGAGE

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.